Avantax Advisory Services, Inc. Purchases in Q2 2025

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
99.9K
+ 5.67%
$94.31 - $157.99 $9.43M - $15.8M
1.86M $294M
MSFT
Microsoft Corp

Technology
30.3K
+ 6.19%
$354.56 - $497.45 $10.7M - $15.1M
519K $258M
QQQ
Invesco Qqq Trust, Series 1

ETFs
19.5K
+ 4.16%
$416.06 - $551.64 $8.13M - $10.8M
489K $270M
VUG
Vanguard Growth ETF

ETFs
2.78K
+ 0.41%
$329.49 - $438.4 $917K - $1.22M
676K $296M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
862K
+ 2438.29%
$48.46 - $50.2 $41.8M - $43.3M
898K $44.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
22.1K
+ 5.38%
$496.48 - $617.85 $11M - $13.7M
434K $268M
AVGO
Broadcom Inc.

Technology
23.9K
+ 9.17%
$146.29 - $275.65 $3.5M - $6.59M
285K $78.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
419K
+ 8.29%
$22.27 - $29.21 $9.32M - $12.2M
5.47M $160M
AMZN
Amazon Com Inc

Consumer Cyclical
41.2K
+ 5.63%
$167.32 - $223.3 $6.89M - $9.19M
772K $169M
PLTR
Palantir Technologies Inc.

Technology
74.6K
+ 23.02%
$74.01 - $144.25 $5.52M - $10.8M
399K $54.4M
META
Meta Platforms, Inc.

Communication Services
8.01K
+ 6.62%
$484.66 - $738.09 $3.88M - $5.91M
129K $95.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
10.2K
+ 3.44%
$320.42 - $424.58 $3.26M - $4.31M
306K $130M
IWM
Ishares Russell 2000 ETF

ETFs
16.5K
+ 1.83%
$174.82 - $215.79 $2.88M - $3.56M
917K $198M
JPM
Jpmorgan Chase & CO

Financial Services
5.25K
+ 1.62%
$210.28 - $289.91 $1.1M - $1.52M
329K $95.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
310K
+ 34.69%
$50.36 - $50.68 $15.6M - $15.7M
1.2M $61M
TSLA
Tesla, Inc.

Consumer Cyclical
18K
+ 10.92%
$221.86 - $362.89 $4M - $6.54M
183K $58.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
21.5K
+ 8.82%
$171.4 - $227.1 $3.69M - $4.89M
266K $60.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.93K
+ 2.63%
$456.74 - $568.03 $2.25M - $2.8M
192K $109M
NFLX
Netflix Inc

Communication Services
1.74K
+ 6.89%
$855.86 - $1339.13 $1.49M - $2.33M
27K $36.2M
VTI
Vanguard Total Stock Market Et

ETFs
15K
+ 5.61%
$243.75 - $303.93 $3.66M - $4.56M
282K $85.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
184K
+ 24.09%
$39.89 - $49.46 $7.35M - $9.11M
949K $46.9M
ORCL
Oracle Corp

Technology
7.06K
+ 5.89%
$122.82 - $218.63 $867K - $1.54M
127K $27.7M
XLC
Select Sector Spdr Tr Communic

ETFs
98.7K
+ 466.55%
$86.13 - $108.53 $8.5M - $10.7M
120K $13M
GOOGL
Alphabet Inc.

Communication Services
18.7K
+ 5.26%
$144.7 - $178.6 $2.7M - $3.34M
374K $65.9M
PVAL
Putnam ETF Tr Putnam Focused L
259K
+ 114.93%
$33.6 - $40.23 $8.69M - $10.4M
484K $19.5M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
311K
+ 68.47%
$27.3 - $31.8 $8.49M - $9.89M
765K $24.3M
IYW
Ishares Dj Us Tech ETF

ETFs
495
+ 0.15%
$122.57 - $173.27 $60.7K - $85.8K
328K $56.8M
IWR
Ishares Russell Mid Cap ETF

ETFs
37.7K
+ 3.71%
$74.88 - $91.97 $2.83M - $3.47M
1.05M $97M
VEA
Vanguard Ftse Developed Market

ETFs
59.8K
+ 5.63%
$45.65 - $57.01 $2.73M - $3.41M
1.12M $64M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
50K
+ 5.41%
$90.56 - $109.49 $4.53M - $5.47M
974K $106M
EFV
Msci Eafe Value ETF

ETFs
123K
+ 31.02%
$52.4 - $64.65 $6.45M - $7.96M
520K $33M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
131K
+ 1495.87%
$56.88 - $70.77 $7.43M - $9.25M
139K $9.87M
CGGR
Capital Group Growth ETF Shs C

ETFs
160K
+ 37.66%
$30.53 - $40.65 $4.87M - $6.49M
583K $23.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.61K
+ 1.12%
$141.37 - $228.57 $227K - $367K
145K $32.9M
MCHP
Microchip Technology Inc

Technology
92.4K
+ 122.28%
$35.34 - $71.6 $3.27M - $6.62M
168K $11.8M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
16.8K
+ 2.31%
$57.14 - $72.68 $957K - $1.22M
741K $53.9M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
153K
New
$50.09 - $51.09 $7.68M - $7.83M
153K $7.83M
WMT
Walmart Inc.

Consumer Defensive
7.66K
+ 1.08%
$81.79 - $99.98 $626K - $766K
715K $70M
GOOG
Alphabet Inc.

Communication Services
3.5K
+ 1.06%
$146.58 - $180.01 $513K - $630K
333K $59M
HCA
Hca Healthcare, Inc.

Healthcare
18K
+ 223.0%
$317.61 - $387.52 $5.72M - $6.98M
26.1K $9.99M
ETN
Eaton Corp PLC

Industrials
8.38K
+ 17.88%
$246.52 - $356.99 $2.07M - $2.99M
55.2K $19.7M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
71.6K
+ 21.23%
$35.12 - $48.24 $2.51M - $3.45M
409K $19.7M
BAC
Bank Of America Corp

Financial Services
77K
+ 16.78%
$34.39 - $47.46 $2.65M - $3.65M
536K $25.4M
IVE
Ishares S&P 500 Value ETF

ETFs
18.3K
+ 3.37%
$168.34 - $195.42 $3.08M - $3.57M
561K $110M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
42.9K
+ 65.97%
$82.32 - $112.47 $3.53M - $4.83M
108K $12.1M
IEF
Ishares Barclays

ETFs
63K
+ 40.46%
$93.15 - $96.56 $5.86M - $6.08M
219K $20.9M
MSTR
Microstrategy Inc

Technology
1.29K
+ 2.68%
$237.95 - $421.61 $306K - $543K
49.3K $19.9M
INTU
Intuit Inc

Technology
1.93K
+ 7.47%
$544.07 - $787.63 $1.05M - $1.52M
27.8K $21.9M
CGGO
Capital Group Global Growth Eq

ETFs
159K
+ 70.92%
$25.31 - $32.17 $4.02M - $5.11M
382K $12.2M
Activity Summary
Buys All Purchases 1498 New Holdings 228 Increased Positions 1270 Sells All Sells 820 Reductions 820 Sold out 0 Options Calls 0 Puts 0
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